10/10/2025
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
Jones brings nearly three decades of leadership experience in financial services, spanning compliance, supervision, and operational excellence.
People Moves
10/10/2025
Balyasny’s Goodwin to lead new $15bn equities unit
The approach mirrors other multi-strategy giants such as Citadel
10/09/2025
UBS Florida International Adds Gustavo and Leon Ciobataru in Miami
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
UBS Florida International Adds Gustavo and Leon Ciobataru in Miami
Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International
10/09/2025
BNY Investments names new global distribution head
The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.
10/09/2025
Northern Trust Asset Management Adds Long/Short Equity Expertise
Slava Malkin joins as senior portfolio manager to bolster tax-advantaged strategies
10/08/2025
Truist appoints new leadership for Truist Wealth and Premier teams in Texas
Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director
10/08/2025
SEI Appoints Chief Revenue Officer for U.S. Private Banking Business
Ecosystem of Capabilities and Focus on Business Expansion to Drive Strategic Growth
10/08/2025
Franklin Templeton adds new face to global equity income fund
Colin Lee has joined Peter Sartori and Warren Pustam on their Global Leaders fund.
10/08/2025
Provident Bank appoints Annamaria Vitelli as CGO, Beacon Trust
Most recently, she served as Executive Vice President, Head of Hawthorn at PNC Private Bank.
10/07/2025
Truist appoints new leadership for Truist Wealth and Premier teams in Texas
Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director
10/07/2025
Sun Life announces the appointment of Tom Murphy as President, Sun Life Asset Management
Company brings all asset management businesses together under one pillar
10/03/2025
KeyBank Promotes Alessi to Regional Director of Wealth and Estate Planning, Miles to Market Leader of Key Private Bank
Alessi will lead wealth management teams throughout the KeyBank’s East Region, including offices in New York, New England, Eastern Pennsylvania and Florida.
10/03/2025
Going beyond traditional wealth management is in demand says JPMorgan Private Bank
William Sinclair tells InvestmentNews about the bank’s new lifestyle offering
10/03/2025
Matthew Bower joins Northwest Bank in newly created role of Managing Director, Wealth Management
Bower will lead efforts to enhance and grow the bank's existing wealth management offerings, driving strategic growth
10/02/2025
Citi Reincorporates Ramón Pacios as Wealth Group Executive
According to the post on the professional social network, Pacios, with more than 32 years of experience in the industry, “is a proven leader who has led national and international teams”
10/02/2025
Citi poaches BofA banker for vice chair of tech investment banking
Ric Spencer was global co-head of technology investment banking in BofA.
10/02/2025
Bank of America hired a new head of aerospace and defense banking from Deutsche Bank
As deal flow increases, Bank of America has hired a veteran of the field to take the lead.
10/02/2025
Evercore Wealth Management Names Kait Oliveira as Managing Director, Portfolio Manager
She earlier worked at J.P. Morgan Private Bank as a client advisor, an investment professional and an analyst.
10/02/2025
Brown Rudnick litigation co-chairs launch New York boutique
Michael Bowe and Lauren Tabaksblat launch firm focused on impact litigation with team of 13